{"id":15394,"date":"2025-12-04T10:15:05","date_gmt":"2025-12-04T07:15:05","guid":{"rendered":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/04\/bmd-arastirma-asya-piyasalari-karisik-bir-seyir-izliyor-6"},"modified":"2025-12-04T10:15:05","modified_gmt":"2025-12-04T07:15:05","slug":"bmd-arastirma-asya-piyasalari-karisik-bir-seyir-izliyor-6","status":"publish","type":"post","link":"https:\/\/ekonomigundemi.com.tr\/index.php\/2025\/12\/04\/bmd-arastirma-asya-piyasalari-karisik-bir-seyir-izliyor-6\/","title":{"rendered":"BMD Ara\u015ft\u0131rma: Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir seyir izliyor"},"content":{"rendered":"<p>BMD Ara\u015ft\u0131rma&#039;n\u0131n de\u011ferlendirmesinde, g\u00fcne y\u00fczde 0,04 azal\u0131\u015fla 11.118,47 puandan ba\u015flayan ve seans i\u00e7inde 11.017-11.202 aral\u0131\u011f\u0131nda hareket eden B\u0130ST100 Endeksinin, y\u00fczde 0,78 kay\u0131pla 11.036,82 puandan g\u00fcn\u00fc tamamlad\u0131\u011f\u0131 belirtildi. Bankac\u0131l\u0131k Endeksinin y\u00fczde 0,80 de\u011fer kazan\u0131rken S\u0131nai Endeksin y\u00fczde 0,56 de\u011fer kaybetti\u011fi aktar\u0131l\u0131rken \u015fu bilgilere yer verildi:<\/p>\n<p>&#8220;T\u00fcrkiye 2 y\u0131ll\u0131k tahvil faizi bir \u00f6nceki kapan\u0131\u015fa g\u00f6re 47 baz puan azal\u0131\u015fla y\u00fczde 38,11 ve 10 y\u0131ll\u0131k tahvil faizi 44 baz puan azalarak y\u00fczde 30,80 seviyesinden i\u015flem g\u00f6rd\u00fc. Dolar\/TL 42,33-42,49 ve Euro\/TL 49,21-49,61 aral\u0131\u011f\u0131nda hareket etti. T\u00fcrkiye\u2019nin dolar bazl\u0131 5 y\u0131l vadeli CDS oran\u0131 233,4 oldu.<\/p>\n<p>T\u00dc\u0130K verilerine g\u00f6re t\u00fcketici fiyat endeksi, Kas\u0131m ay\u0131nda beklentilerin alt\u0131nda ayl\u0131k y\u00fczde 0,87 artt\u0131. Ekim ay\u0131nda y\u00fczde 32,87 olan y\u0131ll\u0131k enflasyon, Kas\u0131m ay\u0131nda y\u00fczde 31,07\u2019ye geriledi. Y\u0131ll\u0131k \u00e7ekirdek enflasyon ise y\u00fczde 31,65 oldu. Yurt i\u00e7i \u00fcretici fiyat endeksi (Y\u0130-\u00dcFE), Kas\u0131m ay\u0131nda ayl\u0131k y\u00fczde 0,84 ve y\u0131ll\u0131k y\u00fczde 27,23 art\u0131\u015f g\u00f6sterdi.<\/p>\n<p>Uluslararas\u0131 kredi derecelendirme kurulu\u015fu Fitch Ratings, K\u00fcresel Ekonomik G\u00f6r\u00fcn\u00fcm Raporu&#039;nun Aral\u0131k say\u0131s\u0131nda T\u00fcrkiye ekonomisinin 2025 y\u0131l\u0131 b\u00fcy\u00fcme beklentisini y\u00fczde 3,5&#039;ten y\u00fczde 3,8&#039;e \u00e7\u0131kar\u0131rken, 2026 y\u0131l\u0131 b\u00fcy\u00fcme tahminini y\u00fczde 3,5 ve 2027 y\u0131l\u0131 tahminini y\u00fczde 4,2 seviyesinde korudu. Kurum k\u00fcresel ekonomiye ili\u015fkin b\u00fcy\u00fcme beklentisini ise bu y\u0131l i\u00e7in y\u00fczde 2,4&#039;ten y\u00fczde 2,5&#039;e, gelecek y\u0131l i\u00e7in ise y\u00fczde 2,3&#039;ten y\u00fczde 2,4&#039;e y\u00fckseltti.<\/p>\n<p>TCMB Ba\u015fkan\u0131 Fatih Karahan, \u201cFiyat istikrar\u0131n\u0131n sa\u011flanmas\u0131 amac\u0131 do\u011frultusunda ald\u0131\u011f\u0131m\u0131z mesafeyi \u00f6nemsiyoruz. Hem k\u0131sa d\u00f6nem g\u00f6stergeler hem orta vadeli g\u00f6r\u00fcn\u00fcm, dezenflasyonun s\u00fcrd\u00fc\u011f\u00fcn\u00fc ve s\u00fcrece\u011fini g\u00f6steriyor. Beklentileri kal\u0131c\u0131 olarak \u00e7\u0131palamak i\u00e7in s\u0131k\u0131 para politikas\u0131 duru\u015funu s\u00fcrd\u00fcrece\u011fiz.&#8221; dedi. Fiyat istikrar\u0131n\u0131n s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmeyi destekleyece\u011fini ifade eden Karahan, bunun sonucunda toplumsal refah\u0131n kal\u0131c\u0131 bi\u00e7imde y\u00fckselece\u011fini ifade etti. Karahan, faiz indirimlerinin ancak enflasyon kontrol alt\u0131na al\u0131nd\u0131\u011f\u0131nda etkili olabilece\u011fini vurgulad\u0131.<\/p>\n<p>Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek, sosyal medya hesab\u0131ndan yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, ayl\u0131k enflasyondaki bu \u0131l\u0131ml\u0131 seyrin Aral\u0131k ay\u0131nda da devam etmesini beklediklerini vurgulayarak fiyat istikrar\u0131n\u0131 merkeze alan program\u0131 kararl\u0131l\u0131kla uygulamaya devam edeceklerini ifade etti.<\/p>\n<p>Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz,\u00a0&#8220;Ayl\u0131k enflasyonun belirgin bir \u015fekilde yava\u015flamas\u0131yla birlikte y\u0131ll\u0131k enflasyon y\u00fczde 31,07 seviyesine inmi\u015ftir. B\u00f6ylece dezenflasyon s\u00fcrecinin ba\u015flad\u0131\u011f\u0131 2024 y\u0131l\u0131 haziran ay\u0131ndan bug\u00fcne enflasyon oran\u0131nda d\u00fc\u015f\u00fc\u015f 44 puan\u0131 a\u015fm\u0131\u015ft\u0131r. Bir yandan mali disiplini s\u00fcrd\u00fcr\u00fcrken, di\u011fer yandan y\u00f6netilen\/y\u00f6nlendirilen fiyatlar ba\u015fta olmak \u00fczere maliye politikalar\u0131 ile de enflasyonla m\u00fccadeleyi g\u00fc\u00e7lendirece\u011fiz. Ayr\u0131ca, sosyal konut ve g\u0131da ba\u015fta olmak \u00fczere arz y\u00f6nl\u00fc politikalarla da enflasyonla m\u00fccadelemizi b\u00fct\u00fcnc\u00fcl bir \u00e7er\u00e7evede kararl\u0131l\u0131kla s\u00fcrd\u00fcrece\u011fiz.&#8221; de\u011ferlendirmesinde bulundu.<\/p>\n<p>ABD Borsalar\u0131nda pozitif seyir izlendi. Kapan\u0131\u015fta Dow Jones Endeksi, y\u00fczde 0,86 artarak 47.882,90 puana, S&amp;P500 Endeksi y\u00fczde 0,30 art\u0131\u015fla 6.849,72 puana ve Nasdaq Endeksi y\u00fczde 0,17 kazan\u00e7la 23.454,09 puana y\u00fckseldi Avrupa Borsalar\u0131 ise g\u00fcn\u00fc kar\u0131\u015f\u0131k seyirle tamamlad\u0131.<\/p>\n<p>ABD\u2019de \u00f6zel sekt\u00f6r istihdam\u0131 Kas\u0131m ay\u0131nda 32 bin geriledi. ABD\u2019de sanayi \u00fcretimi Eyl\u00fcl ay\u0131nda ayl\u0131k y\u00fczde 0,1 artarken y\u0131ll\u0131k y\u00fczde 1,6 artt\u0131. ABD\u2019de morgage ba\u015fvurular\u0131 28 Kas\u0131m ile sona eren haftada \u00f6nceki haftaya k\u0131yasla y\u00fczde 1,4 azald\u0131. 30 y\u0131ll\u0131k mortgage faiz oran\u0131 ise y\u00fczde 6,40&#039;dan y\u00fczde 6,32&#039;ye geriledi.<\/p>\n<p>D\u00fcn PMI veri ak\u0131\u015f\u0131 a\u00e7\u0131s\u0131ndan yo\u011fun bir g\u00fcn oldu. ABD\u2019de ISM hizmet sekt\u00f6r\u00fc PMI, Kas\u0131m ay\u0131nda 0,2 puan artarak 52,6\u2019ya y\u00fckseldi. ABD\u2019de S&amp;P Global hizmet sekt\u00f6r\u00fc PMI, Kas\u0131m ay\u0131nda 0,7 puan azalarak 54,1&#039;e gerilerken bile\u015fik PMI 54,2 oldu. Almanya\u2019da hizmet sekt\u00f6r\u00fc PMI, Kas\u0131m ay\u0131nda 53,1 ve bile\u015fik PMI 52,4 de\u011ferini ald\u0131. \u0130ngiltere\u2019de hizmet sekt\u00f6r\u00fc PMI, 51,3 ve bile\u015fik PMI 51,2 olarak ger\u00e7ekle\u015fti. Euro B\u00f6lgesi\u2019nde hizmet sekt\u00f6r\u00fc PMI, 53,1 ve bile\u015fik PMI 52,4 oldu.<\/p>\n<p>Euro B\u00f6lgesi\u2019nde \u00fcretici fiyat endeksi, Ekim ay\u0131nda ayl\u0131k y\u00fczde 0,1 artarken y\u0131ll\u0131k y\u00fczde 0,5 azald\u0131.<\/p>\n<p>Avrupa Merkez Bankas\u0131 (AMB) Ba\u015fkan\u0131 Christine Lagarde, \u201c\u00d6n\u00fcm\u00fczdeki aylarda enflasyonun y\u00fczde 2 hedefimiz civar\u0131nda kalmas\u0131n\u0131 bekliyoruz&#8221; dedi. Lagarde, k\u00fcresel ticaret politikalar\u0131ndaki de\u011fi\u015fkenlik nedeniyle belirsizli\u011fin normalden y\u00fcksek seyretti\u011fi bir d\u00f6nemde bulunuldu\u011funu belirterek, g\u00f6r\u00fcn\u00fcmdeki risklerin iki y\u00f6nl\u00fc olmaya devam etti\u011fini ifade etti.&#8221;<\/p>\n<p>De\u011ferlendirmede ayr\u0131ca, &#8220;Yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131 kar\u0131\u015f\u0131k bir seyir izliyor. Dow Jones vadeli endeksi y\u00fczde 0,14 art\u0131da. Dolar\/TL 42,47 ve Euro\/TL 49,62 seviyelerinden i\u015flem g\u00f6r\u00fcyor. Dolar endeksi 99,00 seviyesinde bulunurken Euro\/Dolar paritesi 1,1655 s\u0131n\u0131r\u0131nda. Brent tipi petrol 63,06 dolardan, alt\u0131n\u0131n onsu 4.184,27 dolardan ve gram\u0131 ise 5.714,82 liradan al\u0131c\u0131 buluyor.\u00a0Bug\u00fcn yurt i\u00e7inde mevsim etkilerinden ar\u0131nd\u0131r\u0131lm\u0131\u015f T\u00dcFE yurt d\u0131\u015f\u0131nda ABD\u2019de i\u015fsizlik ba\u015fvurular\u0131 verileri takip edilecek.&#8221; denildi.<\/p>\n<p> <strong><\/strong><br \/>\nSANAY\u0130 HABER AJANSI <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u0130stanbul, 4 Aral\u0131k (Hibya) &#8211; BMD Ara\u015ft\u0131rma, yeni g\u00fcne ba\u015flarken Asya piyasalar\u0131n\u0131n kar\u0131\u015f\u0131k bir seyir izledi\u011fini a\u00e7\u0131klad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":15395,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-15394","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=15394"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/15394\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/15395"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=15394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=15394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=15394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}